Form 5500 · Employee benefit plan · READING, PA
TARGETED SOLUTIONS, LLC
The filing calls this plan TARGETED SOLUTIONS GROUP INSURANCE PLAN.
Public Form 5500 records show how TARGETED SOLUTIONS, LLC of READING, PA, a manufacturing employer, structures its employee benefits. Its broker of record is JAMES R NELLIGAN & ASSOCIATES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2343816 · plan 502 · plan year 2025, filed Jul 15, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 118 people.
Reported premium across the insured contracts is $102,320, with $10,046 in disclosed broker commissions — about 9.8% of premium.
The most recent policy period ended in November, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
JAMES R NELLIGAN & ASSOCIATES LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including SUN LIFE ASSURANCE COMPANY OF CANADA, UNITED OF OMAHA LIFE INSURANCE COMPANY and ADP. SUN LIFE ASSURANCE COMPANY OF CANADA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 118 | Dec 1, 2025 | $59,108 | $5,725 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 146 | Jan 1, 2026 | $26,232 | $2,623 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 146 | Jan 1, 2026 | $14,018 | $1,402 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 146 | Jan 1, 2026 | $2,962 | $296 |
| ADP | — | 0 | Jan 1, 2026 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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